Evermay Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 687 shares of IWO stock, worth $214,426. This represents 0.03% of its overall portfolio holdings.

Number of Shares
687
Previous 722 4.85%
Holding current value
$214,426
Previous $206,000 6.31%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$284.45 - $324.95 $9,955 - $11,373
-35 Reduced 4.85%
687 $219,000
Q2 2025

Jul 29, 2025
SELL
$224.16 - $285.86 $5,379 - $6,860
-24 Reduced 3.22%
722 $206,000
Q4 2023

Feb 09, 2024
SELL
$204.07 - $257.57 $11,836 - $14,939
-58 Reduced 7.21%
746 $188,000
Q1 2023

May 15, 2023
BUY
$212.51 - $245.01 $12,325 - $14,210
58 Added 7.77%
804 $182,000
Q4 2022

Jan 19, 2023
SELL
$205.84 - $231.03 $1,440 - $1,617
-7 Reduced 0.93%
746 $0
Q1 2022

May 16, 2022
BUY
$234.1 - $296.68 $176,277 - $223,400
753 New
753 $193,000

Others Institutions Holding IWO

# of Institutions
1,153
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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